OAKM
Oakmark U.S. Large Cap ETF
OAKM
OAKM
47 hedge funds and large institutions have $410M invested in Oakmark U.S. Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13.17% more ownership
Funds ownership: 66.98% → 80.16% (+13%)
Holders
47
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$239M | |
| 2 | +$37.7M | |
| 3 | +$15.4M | |
| 4 |
LPL Financial
San Diego,
California
|
+$13.8M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$4.78M |
Top Sellers
| 1 | -$4.39M | |
| 2 | -$664K | |
| 3 | -$229K | |
| 4 |
SMAM
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
-$175K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$19.2K |
